“We value the importance of our independent thinking and straightforward communication.”
Q: How do you help your clients achieve their goals?
A: Our mission is to deliver the outstanding service and advice that you deserve and desire. We aspire to be an exceptional sounding board, advocate, advisor and professional resource connector—to help provide clarity and confidence through the arc of life. Our job is to be forward-thinking to preserve your financial optionality—the hallmark of independence. We value the importance of our independent thinking and straightforward communication. All investment, tax strategies, estate planning strategies and insurance advice will be based on the information you provide to us and will be in your best interest.
Q: What distinguishes your service?
A: We follow the “Golden Rule” by being proactive advisors, helping to identify and deliberate financial options along life’s path. Ali and I collaborate with our extensive and diverse professional backgrounds to serve you with comprehensive investment, retirement and legacy planning advice. Our combined experience, complimentary skills and real-time exchange of viewpoints help us overcome blind spots in our guidance. Importantly, we invest our clients’ assets as we invest our personal assets to the extent objectives overlap.
2025 Forbes Best-in-State Wealth Management Teams:
Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 – 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.
Investment and Insurance Products:
• Not FDIC Insured
• No Bank Guarantee
• May Lose Value
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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